See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $286,163 |
BAIRD FUNDS3 years Filed as: ROBERT W. BAIRD & CO. INCORPORATED Service code 49 · EIN 39-6037917 | Other Services | $101,184 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,388 | $53,136-3.3% | $155,509-67.0% | $199,593-74.3% |
| Participation rate | 96.9% | 64.1%+32.9pp | 78.2%+18.7pp | 72.0%+25.0pp |
| Annual return | 13.76% | 41.15%-27.4pp | 64.67%-50.9pp | 34.25%-20.5pp |
| Employer contribution / active EE | $2,320 | $1,851+25.3% | $4,672-50.4% | $3,034-23.5% |
| Participant deferral / active EE | $4,254 | $3,161+34.6% | $5,626-24.4% | $5,087-16.4% |
| Admin fee / account holder | $177 | $185-4.7% | $15,912-98.9% | $269-34.3% |